Creating a simple subscription

 Subscriptions > Creating a simple subscription


Creating a simple monthly subscription, that renews and takes money automatically

This simple subscription gives a member a monthly renewing subscription, that collects money automatically and provides them access to member resources.

  • Create the subscription (Admin Settings > Subscription Admin) give it a name (and code) "Membership" and give it a description "Join us, become a member and enjoy the benefits instantly". 
  • Mark it as active.
  • Set yourself as the Administrator (Admins are notified of new members joining).
  • Set a GL code (Member Fees)
  • Save it.
  • Go back into it and add Role Security of Member

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Create a subscription term under this subscription, by selecting the subscription and clicking on "Terms"

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  • Create a new term.
  • Give it a start date of today and a name with anything you like, lets use 2022, so if we ever create a future term it might be 2030 or something like that.
  • Lets add a welcome email and use a dynamic field that will be replaced by the users actual firstname.

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Now we want to add a Term Pricing record. Click on the new term you created and click Term Pricing.

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Next create a new Term Price

  • Make the name "Full Membership"
  • the term months=1 (which is 1 month)
  • Clear the Fixed Start Date, that way this monthly membership will start on the day the users subscribes.
  • Also give it a Reference code of "Full-Membership", this is more important for Fixed Start Date subscriptions and renewals, but its a good habit to do.
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There you have it a new subscription setup ready to take money monthly.



Adding Members to a subscription

You can add a subscription to a member, by going into the member record, going to memberships and adding a new subscription.

You can also bulk add memberships to many members at once from the main member search screen.

And for self service, use a Subscription component on a webpage which will show all of your membership options OR you can get the link from the subscription term price record 

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